Plan Consultant TPA Services

BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 4,200 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 510,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

General Responsibilities:

This position is responsible for overseeing the workflow of group of plans assigned; communicating with clients; preparation of 5500 and ERISA reports and conducting compliance testing for plans assigned; maintaining proficiency in regulatory developments.

Essential Duties:

• Collect and edit census data from clients via electronic media

• Prepare year-end asset review and reconciliation on plan's assets

• Perform contribution calculations for clients

• Perform plan specific testing (ADP/ACP; Top Heavy; New Comparability, etc.)

• Determine eligibility and update accounts for employees of client

• Update vesting on daily val platform where applicable

• Prepare and assist client in the filing of yearly tax return for Plan (5500, 5330, etc.)

• Provide client with annual or quarterly valuation report and employee statements

• Provide Distribution Coordinator pertinent information regarding distributions from plan (including loans, hardships, and RMD's)

• Consult with client in regards to plan design (make recommendations for changes, etc.)

• Consult with client on any questions or concerns (daily phone calls, emails, etc.)

• Provide Plan's broker/agent information for regularly scheduled Annual Plan Review meetings

• Provide eResources necessary information in regards to plan amendments and annual employee notices

• Peer review of other Plan Consultant's annual administration reports and testing

• Maintain workflow database at least weekly

Ancillary Duties:

As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.

• Education/ Training:	B.S. Degree in Business or related field, ASPPA designations such as QKA, QPA, or CPC, or commitment to obtain the designation
  Competencies:	Well-developed written and oral communication skills Proficient mathematics skills Relate to co-workers and customers with respect, providing clear and detailed information Display an intermediate level competency with Microsoft Office Suite, as well as personal computer skills
  Experience:	Minimum five years of experience in Pension Plan Administration and Retirement Industry